European Succession Regulation Post Brexit - Practical Pointers for Private Client Professionals

Introduction

As private client practitioners, increasingly our clients have international touchpoints, whether that is nationality, residence, domicile, assets located abroad, or some combination of these.

Providing appropriately tailored advice for these clients is crucial.

With European countries as our nearest neighbours, naturally many of the international connections we see will be with European countries, where succession and tax law can be vastly different to here in the UK.

The introduction of the EU Succession Regulation (Brussels IV) in 2015 has been of assistance in navigating some of the complexities arising, but some uncertainties remain.

This webinar will cover how practice has changed (or in some respects has not) since the UK’s departure from the EU in 2020, with a focus on practical points for practitioners.

What You Will Learn

This webinar will cover the following:

• Brexit and the EU Succession Regulation - the current legal position
• UK tax considerations and the Regulation
• Considerations of nationality and settled status - how to approach the election
• European case study - France’s application of the Succession Regulation
• Anomalies - EU States who are not signatories, and what to do about them
• Other consequences of Brexit for estate planning, with a focus on charitable giving
• Case study and practical reflections - should your client with EU connections have one will or two (or more!)?

This webinar was recorded on 9th January 2024

You can gain access to this webinar and 1,700+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.